Can Judge Jackson Impose An Injunction Against Google's Unconfirmed Workaround? [View article]
This is a re-post from a fellow Vringo long worth a read here IMO:
----------- "Tuesday morning we will see how great the V legal team really is. G's 30 pages of "junk" will give the V team the opportunity to slam dunk over and over again. While not being an attorney I thought G exposed themselves of having a weak hand and opened the door for both V and HJJ to lower the hammer.
While not being an attorney I have founded and run a tech company and find the so called "workaround" laughable at best. For such a major change to take place with out testing and retesting and notices given up and down the line just does not happen...this goes doubly so for G's disclosure to the investment community and even government reporting (SEC).
As I have said before, Larry Page has put the G franchise at risk and his friends in high places are not in a position to help him since they are also under fire. Seems like everyday G is being sued by someone. These guys have made a killing stealing and selling information on anyone that uses any of their products or services." -----------
Changing the code "somewhat" or doing some loops in the flow charts or algo's on an untested process sounds like a bluff to me and the judge should see through this too.
I want to rely on the real technology expert testimony, not the lawyers.
Can Judge Jackson Impose An Injunction Against Google's Unconfirmed Workaround? [View article]
Yes, G's long term reputation is at stake:
- Google to pay $500 million over Canadian pharmacy ads http://ars.to/10BUP6i - Scroogle accusations by Microsoft - Gmail accusations of scanning user emails - FTC issues - Privacy issues - Google EU probe
They teach ethics in business schools. I have to laugh.
Can Judge Jackson Impose An Injunction Against Google's Unconfirmed Workaround? [View article]
Vringo has been above board the whole time. G, not so much, and it will cost them in the judgment IMO.
Now G has boarded the Pandora ship to challenge and take over their members. No thanks G, I'm sticking with Pandora.
Me, I can see a pirate when I see one and will therefore boycott all their products.
Ppl should use BING from now on too. Why get Scroogled? A search engine should not send you to its hidden paid subscribers like Target and others. Who knew, did you? Most users still think a SE is an honest search service.
Lastly, who is bank rolling the huge short position? Take a guess.
Affymax Could Be The Best Reversal Play For 2013 [View article]
More DD: Institutional ownership is now 91% and I believe that the buy and hold firm, BlackRock has made some very large purchases in a few of their funds (as seen in their SEC filings).
Now about the recall: The cause of the problem: an allergic reaction to the drug OMONTYS. So it may not be the drug itself that worked for years in the lengthy trials. A future warning may suggest more screening and training on how to immediately handle the reaction with epinephrine? Sounds logical right?
Anaphylaxis is a serious allergic reaction that is rapid in onset and may cause death. It typically causes a number of symptoms including an itchy rash, throat swelling, and low blood pressure. Common causes include insect bites/stings, foods, and medications.
On a pathophysiologic level, anaphylaxis is caused by the release of mediators from certain types of white blood cells triggered either by immunologic or non-immunologic mechanisms. It is diagnosed based on the presenting symptoms and signs. The primary treatment is injection of epinephrine, with other measures being complementary. More training may be required in the future.
More On Anaphylaxis:
Due to its vasoconstrictive effects, adrenaline is the drug of choice for treating anaphylaxis. Allergy patients undergoing immunotherapy may receive an adrenaline rinse before the allergen extract is administered, thus reducing the immune response to the administered allergen.
Because of various expressions of α1 or β2 receptors, depending on the patient, administration of adrenaline may raise or lower blood pressure, depending on whether or not the net increase or decrease in peripheral resistance can balance the positive inotropic and chronotropic effects of adrenaline on the heart, effects that increase the contractility and rate, respectively, of the heart.
Affymax Could Be The Best Reversal Play For 2013 [View article]
CEO Orwin who pulled the once promising drug that would Break the multi-billion dollar monopoly that AMGEN had in the chronic kidney disease (CKD) market was pushed out of AFFY and now works for an AMGEN company?
2) June 4, 2007--Amgen (NASDAQ:AMGN) announced that it has agreed to acquire Ilypsa, a private company developing non-absorbed drugs for renal disorders. Ilypsa's lead drug candidate, ILY101, is a phosphate binder for the treatment of hyperphosphatemia in chronic kidney disease (CKD) patients on hemodialysis. http://bit.ly/147Pbx7
3) Established in 2007, Relypsa was formed as a spin-out of Ilypsa, Inc., which was acquired by Amgen in 2007 for $420M. http://bit.ly/13zk0vq
Affymax Could Be The Best Reversal Play For 2013 [View article]
Also 13+% in ongoing RRs of sales in the US and maybe even more overseas could bring royalties year after year and AFFY doesn't have to do anything. Even entry in Japan may be possible which is a tough mkt to crack. Now hoping a cheap buyout doesn't happen.
More DD: Please click for Full Prescribing Information, including Boxed WARNINGS. (Human error failure?)
Affymax Could Be The Best Reversal Play For 2013 [View article]
More DD: If Dexferrum (Iron Dextran) is used in conjunction with OMONTYS for CKD patients, its possible that they can find another iron supplement that does not cause occasional anaphylaxis in patients.
I'm holding for the investigation results. Something changed after the trials. There are too many years invested here, as well as, $1 billion invested in this drug to keep it off the market IMO. A .02% reaction is not high enough to outweigh the benefits if they find the issue(s) in the coming days/weeks.
Also, it appears that someone is sitting on the bid buying up the shares at these levels.
Affymax Could Be The Best Reversal Play For 2013 [View article]
Keep selling your short position. I'm not buying it. The reversal is in motion. Don't be blind or foolish. The HFs are buying. They entered at $0.80 and higher. You saw it the past week. Takeda has too much money on the line to kill this drug or it would be over by now. They will spend millions more to get the drug back online or they could just buy out the company to keep working with it and away from Amgen.
The RR% is huge if and when the drug returns back on the market. This is what we are all waiting for, the results of the investigation. There will be NO bk until we get the true results first.
The drug worked in the trials but most likely failed at a dialysis center. I'm thinking failure from human error, not the drug or it would never have been approved by the FDA. The warning label may not have been followed in the case of a reaction. Precautions may not have been administered in a timely manner. The FDA did not pull the drug either. It was voluntary. Takeda axed the employees and now the overhead is minimal now. AFFY shareholders will benefit handsomely from royalties if the stock is not acquired by Takeda or Amgen first. I have seen discussion of $5 to $8, $10, or more by others. No one is sure yet. GS may be on board too I gather. There is much more going on here and I cannot teach new traders what complexities are at work right here. Just think. Cost cutting measures helps the current shareholders save $300mm or more in overhead. The new group of Interim Executives were brought in to get the company lean and mean. Again think for yourself. Listen to what you believe. Not legal jargon. Lawyers write docs. They do always present a worst case scenario.
Don't listen to me or anyone else. Please do your own DD and decide what's right for you. I'm only here to help.
You are either in or out. You decide. I'm in and added more this week.
How Will Judge Jackson Handle Google's Confirmed Workaround? [View article]
The workaround talk is pure high stakes bluffing. A ploy. The RR% would run until the new workaround (if there is any real truth) was proven, and not said to be true by lawyers told what to say. And the author with no position is so interested in telling us what we already know for what reason? The fear mongering is over. The true longs are here and probably bought more this week.
Affymax Could Be The Best Reversal Play For 2013 [View article]
A new 8-K filing was filed today dated May 14, 2013. TBG management will step in to help with the restructuring process. Hopefully they will find a strong buyer. They offer restructuring and Interim Executives. Orwin, the young CEO is out after May 15th. All is not lost because the CEO overreacted in my opinion. Plain and simple, its entirely possible that he capitulated and many have suffered the consequences at Affymax that was once trading at $27 and is 90% held by the most solid institutions. Takeda is in control of the drug and TPG is in now in place to help restore some faith. A royalty plan is in place too. BK is a possibility but not the goal here folks.
I bought the fear like I did with QCOR at $18, VVUS at $7, VHC at $18, LNG at $3, 5, 7..... You get the picture.
In the midst of the housing crash HFs were buying housing stocks 2 years ago too. See PHM, DHI, LEN, HD...
Dig further back too. None of the credit obligations were imminent, but the bank was paid off. Lawsuit scares are HF tactics too. They pile on, but there is only 1 lead plaintiff. There should be product liability insurance to cover any drug related lawsuits that have occurred. If the stock corrects the lawsuits disappear. Seen this many times. Most lawsuit filings are just hunting for a lead plaintiff. This legal process could take 2-3 years. Most holders are large funds remember!
Questcor Pharmaceuticals - An Opportunity Following The Bear Raid? [View article]
Yikes...$QCOR +3.72 at $41.00 today and up from th eRAID down to below $20 when there was so much concern (a HF controlled bear raid campaign) a while back. Sure. Panic? This is how crooked WS works folks.
I try to post the REAL TRUTH if you have been following me over the years!
Can Judge Jackson Impose An Injunction Against Google's Unconfirmed Workaround? [View article]
-----------
"Tuesday morning we will see how great the V legal team really is. G's 30 pages of "junk" will give the V team the opportunity to slam dunk over and over again. While not being an attorney I thought G exposed themselves of having a weak hand and opened the door for both V and HJJ to lower the hammer.
While not being an attorney I have founded and run a tech company and find the so called "workaround" laughable at best. For such a major change to take place with out testing and retesting and notices given up and down the line just does not happen...this goes doubly so for G's disclosure to the investment community and even government reporting (SEC).
As I have said before, Larry Page has put the G franchise at risk and his friends in high places are not in a position to help him since they are also under fire. Seems like everyday G is being sued by someone. These guys have made a killing stealing and selling information on anyone that uses any of their products or services."
-----------
Changing the code "somewhat" or doing some loops in the flow charts or algo's on an untested process sounds like a bluff to me and the judge should see through this too.
I want to rely on the real technology expert testimony, not the lawyers.
Read this: http://bit.ly/13aV7Gj
Peace, EXP
Can Judge Jackson Impose An Injunction Against Google's Unconfirmed Workaround? [View article]
- Google to pay $500 million over Canadian pharmacy ads
http://ars.to/10BUP6i
- Scroogle accusations by Microsoft
- Gmail accusations of scanning user emails
- FTC issues
- Privacy issues
- Google EU probe
They teach ethics in business schools. I have to laugh.
This guy even has a book out:
http://bit.ly/18ON3gW
Maybe Lang will bring back his own LYCOS? Ken?
This is your Blue Ocean Strategy. Make it happen.
Can Judge Jackson Impose An Injunction Against Google's Unconfirmed Workaround? [View article]
Now G has boarded the Pandora ship to challenge and take over their members. No thanks G, I'm sticking with Pandora.
Me, I can see a pirate when I see one and will therefore boycott all their products.
Ppl should use BING from now on too. Why get Scroogled? A search engine should not send you to its hidden paid subscribers like Target and others. Who knew, did you? Most users still think a SE is an honest search service.
Lastly, who is bank rolling the huge short position? Take a guess.
Affymax Could Be The Best Reversal Play For 2013 [View article]
Now about the recall:
The cause of the problem: an allergic reaction to the drug OMONTYS. So it may not be the drug itself that worked for years in the lengthy trials. A future warning may suggest more screening and training on how to immediately handle the reaction with epinephrine? Sounds logical right?
Anaphylaxis is a serious allergic reaction that is rapid in onset and may cause death. It typically causes a number of symptoms including an itchy rash, throat swelling, and low blood pressure. Common causes include insect bites/stings, foods, and medications.
On a pathophysiologic level, anaphylaxis is caused by the release of mediators from certain types of white blood cells triggered either by immunologic or non-immunologic mechanisms. It is diagnosed based on the presenting symptoms and signs. The primary treatment is injection of epinephrine, with other measures being complementary. More training may be required in the future.
More On Anaphylaxis:
Due to its vasoconstrictive effects, adrenaline is the drug of choice for treating anaphylaxis. Allergy patients undergoing immunotherapy may receive an adrenaline rinse before the allergen extract is administered, thus reducing the immune response to the administered allergen.
Because of various expressions of α1 or β2 receptors, depending on the patient, administration of adrenaline may raise or lower blood pressure, depending on whether or not the net increase or decrease in peripheral resistance can balance the positive inotropic and chronotropic effects of adrenaline on the heart, effects that increase the contractility and rate, respectively, of the heart.
I hope this helps.
Affymax Could Be The Best Reversal Play For 2013 [View article]
1) http://relypsa.com
2) June 4, 2007--Amgen (NASDAQ:AMGN) announced that it has agreed to acquire Ilypsa, a private company developing non-absorbed drugs for renal disorders. Ilypsa's lead drug candidate, ILY101, is a phosphate binder for the treatment of hyperphosphatemia in chronic kidney disease (CKD) patients on hemodialysis.
http://bit.ly/147Pbx7
3) Established in 2007, Relypsa was formed as a spin-out of Ilypsa, Inc., which was acquired by Amgen in 2007 for $420M. http://bit.ly/13zk0vq
Affymax Could Be The Best Reversal Play For 2013 [View article]
More DD: Please click for Full Prescribing Information, including Boxed WARNINGS. (Human error failure?)
http://bit.ly/105WEg8
A VirnetX Short Squeeze May Be Setting Up [View article]
Affymax Could Be The Best Reversal Play For 2013 [View article]
http://1.usa.gov/101jrWT
I'm holding for the investigation results. Something changed after the trials. There are too many years invested here, as well as, $1 billion invested in this drug to keep it off the market IMO. A .02% reaction is not high enough to outweigh the benefits if they find the issue(s) in the coming days/weeks.
Also, it appears that someone is sitting on the bid buying up the shares at these levels.
GL, EXP
Affymax Could Be The Best Reversal Play For 2013 [View article]
Kathleen LaPorte - Member of Board of Directors.
http://onforb.es/104Pclo
Affymax Could Be The Best Reversal Play For 2013 [View article]
The RR% is huge if and when the drug returns back on the market. This is what we are all waiting for, the results of the investigation. There will be NO bk until we get the true results first.
The drug worked in the trials but most likely failed at a dialysis center. I'm thinking failure from human error, not the drug or it would never have been approved by the FDA. The warning label may not have been followed in the case of a reaction. Precautions may not have been administered in a timely manner. The FDA did not pull the drug either. It was voluntary. Takeda axed the employees and now the overhead is minimal now. AFFY shareholders will benefit handsomely from royalties if the stock is not acquired by Takeda or Amgen first. I have seen discussion of $5 to $8, $10, or more by others. No one is sure yet. GS may be on board too I gather. There is much more going on here and I cannot teach new traders what complexities are at work right here. Just think. Cost cutting measures helps the current shareholders save $300mm or more in overhead. The new group of Interim Executives were brought in to get the company lean and mean. Again think for yourself. Listen to what you believe. Not legal jargon. Lawyers write docs. They do always present a worst case scenario.
Don't listen to me or anyone else. Please do your own DD and decide what's right for you. I'm only here to help.
You are either in or out. You decide. I'm in and added more this week.
How Will Judge Jackson Handle Google's Confirmed Workaround? [View article]
Your unusual disclosure?
Ok, you got scared and sold your shares. So what.
Peace, EXP
Affymax Could Be The Best Reversal Play For 2013 [View article]
I bought the fear like I did with QCOR at $18, VVUS at $7, VHC at $18, LNG at $3, 5, 7..... You get the picture.
In the midst of the housing crash HFs were buying housing stocks 2 years ago too. See PHM, DHI, LEN, HD...
New 8-K http://1.usa.gov/16czIQy
Dig further back too. None of the credit obligations were imminent, but the bank was paid off. Lawsuit scares are HF tactics too. They pile on, but there is only 1 lead plaintiff. There should be product liability insurance to cover any drug related lawsuits that have occurred. If the stock corrects the lawsuits disappear. Seen this many times. Most lawsuit filings are just hunting for a lead plaintiff. This legal process could take 2-3 years. Most holders are large funds remember!
GL, EXP
Chief Stock Strategist
EXPstocktrader.com
Cheniere Energy Charts - April 2011 [View instapost]
Maybe this is where VISION meets WS?
Questcor Pharmaceuticals - An Opportunity Following The Bear Raid? [View article]
I try to post the REAL TRUTH if you have been following me over the years!
Affymax Could Be The Best Reversal Play For 2013 [View article]
http://aol.it/RMB2wB
-----------
Also - see this drug. There were complications but yet is sold on the market still: http://bloom.bg/10Fw89X